HDFC Nifty LargeMidcap 250 Index Fund vs MIDETF

Portfolio Overlap Analysis · HDFC vs ICICI

15.5%
Low Overlap
30 common stocks · Rank #14744 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
MIDETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in MIDETFOverlap
The Federal Bank Ltd.
Banks
0.98%3.84%0.98%
Cummins India Ltd.
Industrial Products
0.88%3.74%0.88%
Ashok Leyland Ltd
Agricultural, Commercial & Construction Vehicles
0.80%2.69%0.80%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.74%3.61%0.74%
Au Small Finance Bank Ltd.
Banks
0.72%3.20%0.72%
Suzlon Energy Ltd
Electrical Equipment
0.69%5.33%0.69%
Persistent Systems Limited
IT - Software
0.68%4.25%0.68%
Bharat Forge Ltd.
Auto Components
0.68%2.41%0.68%
PB Fintech Limited
Financial Technology (Fintech)
0.67%4.63%0.67%
IDFC First Bank Limited
Banks
0.65%3.51%0.65%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • HDFC Bank Ltd.4.88%
  • ICICI Bank Ltd.3.54%
  • Reliance Industries Ltd.3.38%
  • Bharti Airtel Ltd.1.88%
  • Larsen and Toubro Ltd.1.81%
  • State Bank of India1.79%
  • Infosys Limited1.64%
  • Bombay Stock Exchange Limited (BSE)1.47%
  • Axis Bank Ltd.1.43%
  • Kotak Mahindra Bank Limited1.10%

Unique to MIDETF

  • MAX Healthcare Institute Ltd7.11%
  • The Indian Hotels Company Ltd.5.06%
  • Dixon Technologies (India) Ltd.5.05%
  • COFORGE Ltd.4.47%

Sector Overlap Breakdown

Banks
2.8% (4)
Industrial Products
1.8% (3)
IT - Software
1.6% (3)
Electrical Equipment
1.4% (3)
Pharmaceuticals & Biotechnology
1.4% (3)
Auto Components
1.1% (2)
Consumer Durables
1.1% (2)
Fertilizers & Agrochemicals
0.8% (2)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Realty
0.8% (2)
Financial Technology (Fintech)
0.7% (1)
Petroleum Products
0.6% (1)
Personal Products
0.4% (1)
Healthcare Services
0.3% (1)
Leisure Services
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.